Disney Says Film Studio’s Expenses Weigh on Current Quarter

Disney Says Film Studio’s Expenses Weigh on Current Quarter

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Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu

-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps earnings from Walt Disney. Walt Disney Co. reported sales that fell short of Wall Street estimates, with revenue for the fourth quarter at $22.5 billion. The company predicts challenges early in the new fiscal year, including expenses tied to the theatrical release of Zootopia 2 and Avatar: Fire and Ash, which will reduce earnings by $400 million.

-Woo Jin Ho, Bloomberg Intelligence Senior Technology Analyst, recaps Cisco earnings. Cisco Systems Inc. shares gained after the company boosted its 2026 forecast, showing progress in its effort to capture more artificial intelligence spending. The company now expects sales of as much as $61 billion in the fiscal year ending in July, and increased its earnings forecast, which topped analysts’ predictions.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses research on Adidas. According to Bloomberg Intelligence: Leading athleisure brands may return to sales growth in 2026, led by Adidas, amid product innovation and new assortments. Gross margin for the peers we examined may expand 24 bps, on average, consensus projects, led by gains at Nike, as tariff effects are mitigated and as cost-cutting and AI initiatives pay off, with just Lululemon expected to see Ebit margin contraction. Puma may see sales declines as a business reset aims to spur growth in 2027.

See omnystudio.com/listener for privacy information.

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Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

Noal Goldfarb Doesn't See Much Upside Left to Bonds (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Noel Goldfarb, Financial Advisor with National Financial Network, LLC, on investing for individuals, maximizing wealth, and impact of fiduciary rules.See omnystudio.com/listener for privacy information.

2 Maj 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Haemonetics (HAE).See omnystudio.com/listener for privacy information.

2 Maj 201612min

Maglan's Tawil on Puerto Rico: Infrastructure at Risk (Audio)

Maglan's Tawil on Puerto Rico: Infrastructure at Risk (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Tawil, President and Co-Founder of Maglan Capital, with analysis of Puerto Rico's default.See omnystudio.com/listener for privacy information.

2 Maj 201611min

S&P's Glickman on Halliburton: US Focus Still Poses Risk(Audio)

S&P's Glickman on Halliburton: US Focus Still Poses Risk(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Stewart Glickman, Equity Analyst and Group Head of Energy and Materials from S&P Capital, on Halliburton and Baker Hughes quitting their $28 Billion merger.See omnystudio.com/listener for privacy information.

2 Maj 20168min

Vertical's Dillon on IP Buying WY Pulp Asset: 'Win Win' (Audio)

Vertical's Dillon on IP Buying WY Pulp Asset: 'Win Win' (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010GUEST:\u0010Chip Dillon, Partner and Head of Global Paper and Packaging Practice at Vertical Research Partners, on International Paper buying Weyerhaeuser's pulp business for $2.2 billion.See omnystudio.com/listener for privacy information.

2 Maj 20164min

Bloomberg's Leonard on New Book, 'Neither Snow Nor Rain'(Audio)

Bloomberg's Leonard on New Book, 'Neither Snow Nor Rain'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Bloomberg Businessweek writer Devin Leonard on his new book "NEITHER SNOW NOR RAIN," a landmark century-spanning social, political, and economic history of the United States Post Office.See omnystudio.com/listener for privacy information.

2 Maj 201611min

ISM's Holcomb: Companies Continuing to Cut Inventories (Audio)

ISM's Holcomb: Companies Continuing to Cut Inventories (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brad Holcomb, Chairman of the Manufacturing Business Survey at the Institute for Supply Management, on the April ISM report.See omnystudio.com/listener for privacy information.

2 Maj 20168min

Bloomberg's Chappatta on Puerto Rico's Imminent Default (Audio)

Bloomberg's Chappatta on Puerto Rico's Imminent Default (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Brian Chappatta, Municipal Bond Reporter for Bloomberg news, on which Puerto Rico bond may default next, as the next payment deadline looms on May 1.See omnystudio.com/listener for privacy information.

29 Apr 20168min

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